Tax Documents

Year-end tax documents
are ready for download.

Simplify your tax season.


To help make gathering your tax records easier, your 2020 1098/1099 forms are now available
through our mobile banking app and Banking Online.

Access your tax documents in 3 easy steps.

  • computer 1 desktop

    01

    Click on the Statements & Documents tab.

  • computer 2 desktop

    02

    Click the drop-down menu to navigate to your
    tax documents.

  • computer 3 desktop

    03

    View or download the tax documents listed in your account.

Access your tax documents in 3 easy steps.

  • computer 1 tablet

    01

    Click on the Statements & Documents tab.

  • computer 2 tablet

    02

    Click the drop-down menu to navigate to your tax documents.

  • computer 3 tablet

    03

    View or download the tax documents listed in your account.

Access your tax documents in
3 easy steps.

  • computer 1 mobile

    01

    Click on the Statements & Documents tab.

  • computer 2 mobile

    02

    Click the drop-down menu to navigate to your
    tax documents.

  • computer 3 mobile

    03

    View or download the tax documents listed in your account.

Access your tax documents with the mobile banking app.


  • phone 1

    01

    Tap the account for which you would like
    tax documents.

  • phone 2

    02

    Tap Statements & Documents.

  • phone 3

    03

    Tap on the Documents tab to view the tax documents for that account.

Access your tax documents with the mobile banking app.


  • phone 1

    01

    Tap the account for which you would like tax documents.

  • phone 2

    02

    Tap Statements & Documents.

  • phone 3

    03

    Tap on the Documents tab to view the tax documents for that account.

Access your tax documents with the mobile banking app.


  • phone step 1

    01

    Tap the account for which you would like
    tax documents.

  • phone step 2

    02

    Tap Statements & Documents.

  • phone step 3

    03

    Tap on the Documents tab to view the tax documents for that account.

  • Will I receive 2020 tax documents?


    First Republic provides tax documents if you meet either of the following thresholds:

    ● You paid over $600 in interest, in which case you’ll receive a 1098 form(s).
    ● You earned $10 or more in interest, in which case you’ll receive a 1099 form(s).



  • desktop
  • Will I receive 2020 tax documents?


    First Republic provides tax documents if you meet either of the following thresholds:

    ● You paid over $600 in interest, in which case you’ll receive a 1098 form(s).
    ● You earned $10 or more in interest, in which case you’ll receive a 1099 form(s).



  • desktop tablet
  • Will I receive 2020 tax documents?


    First Republic provides tax documents if you meet either of the following thresholds:

    ● You paid over $600 in interest, in which case you’ll receive a 1098 form(s).
    ● You earned $10 or more in interest, in which case you’ll receive a 1099 form(s).



  • desktop mobile


We’re here to help.


If you’d like assistance viewing or downloading your tax documents on the digital banking site or in the app,
please call Banking Online Support at (855) 886-4819.




  • Connect with a Specialist.

    Email or call a Digital Specialist for help with getting started.

    (855) 886-4819

  • Enroll in Banking Online.

    Complete the online form and we’ll be
    in touch.

  • Already a client?

    If you have a login for Banking Online, you can sign in now.

    Sign in

We’re here to help.


If you’d like assistance viewing or downloading your tax documents on the
digital banking site or in the app, please call Banking Online Support at (855) 886-4819.




  • Connect with a Specialist.

    Email or call a Digital Specialist for help with getting started.

    (855) 886-4819

  • Enroll in Banking Online.

    Complete the online form and we’ll be
    in touch.

  • Already a client?

    If you have a login for Banking Online, you can sign in now.

    Sign in

We’re here to help.


If you’d like assistance viewing or downloading your tax documents on the digital banking site or in the app, please call Banking Online Support at (855) 886-4819.



 
  • Connect with a Specialist.

    Email or call a Digital Specialist for help with getting started.

    (855) 886-4819

  • Enroll in Banking Online.

    Complete the online form and we’ll be
    in touch.

  • Already a client?

    If you have a login for Banking Online, you can sign in now.

    Sign in
 

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© 1997–2021 First Republic Bank.

Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender

Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through First Republic Trust Company, a division of First Republic Bank, and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of First Republic Bank. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License #0K93728.

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.

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